Connor Dehaven
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ameriprise Financial Services, LLCDec 2025 to now
- UnemployedAug 2025 to Dec 2025
- Charles SchwabJul 2025 to Aug 2025
- UnemployedJul 2024 to Jul 2025
- Bank of America, N.A.Feb 2023 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Jul 2024
- Robinhood Markets, IncJun 2022 to Sep 2022
- Robinhood Financial, LLCJul 2021 to Sep 2022
- The Vanguard Group, Inc.Aug 2016 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6690384
- Firm CRD
- 6363